Civic Intelligence

California Alternative Investments

EIN 27-3063903 • 501(c)6 • Beverly Hills, CA

Profile

The california alternative investments association (calalts) is a non-profit, member based organization founded to foster the growth and development of those within the alternative investments industry in california through knowledge sharing, thought-leadership, advocacy of sound business practices, events, resources, and educational programs.

9301 Wilshire Blvd 611Beverly Hills, CA 90210

www.calalts.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

82nd percentile

21%

Higher net margin than 82% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

83rd percentile

25%

Faster asset growth than 83% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

-1.1%

Faster revenue growth than 49% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$294,580

Up $58,772 (+25%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$294,580

Up $58,772 (+25%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin82nd percentile

Revenue

Down

$279,631

Down $2,985 (-1.1%) from 2024

Expenses

Down

$220,859

Down $14,176 (-6.0%) from 2024

Net Income

Up

$58,772

Up $11,191 (+24%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2014: $51,730Liabilities 2014: $17,670Net Assets 2014: $34,0602014Assets 2015: $51,023Liabilities 2015: $0Net Assets 2015: $51,0232015Assets 2016: $54,662Liabilities 2016: $249Net Assets 2016: $54,4132016Assets 2018: $57,591Liabilities 2018: $0Net Assets 2018: $57,5912018Assets 2019: $53,787Liabilities 2019: $0Net Assets 2019: $53,7872019Assets 2020: $87,276Liabilities 2020: $6,225Net Assets 2020: $81,0512020Assets 2021: $102,965Liabilities 2021: $189Net Assets 2021: $102,7762021Assets 2022: $112,580Liabilities 2022: $161Net Assets 2022: $112,4192022Assets 2023: $188,227Liabilities 2023: $0Net Assets 2023: $188,2272023Assets 2024: $235,808Liabilities 2024: $0Net Assets 2024: $235,8082024Assets 2025: $294,580Liabilities 2025: $0Net Assets 2025: $294,5802025

Highlighted filing

2025

Assets$294,580
Liabilities$0
Net Assets$294,580
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $133,912Expenses 2014: $120,820Net Income 2014: $13,0922014Revenue 2015: $169,562Expenses 2015: $162,600Net Income 2015: $6,9622015Revenue 2016: $145,128Expenses 2016: $141,738Net Income 2016: $3,3902016Revenue 2018: $172,331Expenses 2018: $168,872Net Income 2018: $3,4592018Revenue 2019: $172,249Expenses 2019: $176,053Net Income 2019: -$3,8042019Revenue 2020: $167,499Expenses 2020: $140,235Net Income 2020: $27,2642020Revenue 2021: $96,236Expenses 2021: $74,511Net Income 2021: $21,7252021Revenue 2022: $132,865Expenses 2022: $123,222Net Income 2022: $9,6432022Revenue 2023: $243,726Expenses 2023: $167,918Net Income 2023: $75,8082023Revenue 2024: $282,616Expenses 2024: $235,035Net Income 2024: $47,5812024Revenue 2025: $279,631Expenses 2025: $220,859Net Income 2025: $58,7722025

Highlighted filing

2025

Revenue$279,631
Expenses$220,859
Net Income$58,772
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$294,580
Liabilities
$0
Net assets
$294,580
Revenue
$279,631
Expenses
$220,859
Net income
$58,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$2.80$2.21$0.59
2024Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$2.83$2.35$0.48
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$2.44$1.68$0.76
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.12$1.33$1.23$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.96$0.75$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.06$0.81$1.67$1.40$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.72$1.76$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$1.72$1.69$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.54$1.45$1.42$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.70$1.63$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.18$0.34$1.34$1.21$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 13, 2026
Return Version
2024v5.5
Gross Receipts
$279,631
Mission and Program Overview

Mission

The california alternative investments association (calalts) is a non-profit, member based organization founded to foster the growth and development of those within the alternative investments industry in california through knowledge sharing, thought-leadership, advocacy of sound business practices, events, resources, and educational programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$235,808$294,580▲ $58,772
Cash and Non-Interest-Bearing Accounts$235,808$194,580▼ $41,228
Savings and Temporary Cash Investments-$100,000-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$235,808$294,580▲ $58,772
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$235,808$294,580▲ $58,772
Total Liabilities and Net Assets / Fund Balance$235,808$294,580▲ $58,772
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Marc WolfChairman of the Board
Ghufran RizviPresident
Angela Ty1st Vice President
Art ZwickelDirector
David BradleyDirector
Howard NurthmanDirector
Jim BoswellDirector
Lilly PalmerDirector
Rachel BrewsterDirector
Robert KleinDirector
Robin FinkDirector
Ryan RosenDirector
Sasha BursteinSecretary
Michelle BergrenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$106,676
Program Service Revenue
$172,955
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$58,772
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$220,859
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$52,997-$52,997
All Other Expenses-$15,663-$15,663
Other Expenses$100,472$11,440-$11,440
Advertising-$2,622-$2,622
Insurance-$2,619-$2,619
Office Expenses-$2,330-$2,330
Travel-$1,678-$1,678
Total Functional Expenses$100,472$120,387$0$220,859
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“As of july, 1 2022 the organization contracted with a bookkeeper, a social media provider, operations assistant and an operations administrator. These groups combined provide management and administrative services. Such services are estimated to be 40 hours per week. The organization paid a total of $82,632 for the services for the fiscal year ending june 30, 2025.”

Form 990, Part VI, Section A, Line 7A

“The board has the ability to elect certain directors in accordance with our bylaws.”

Form 990, Part VI, Section A, Line 7B

“The board has the ability to elect certain directors in accordance with our bylaws.”

Form 990, Part VI, Section B, Line 11B

“A copy of the final form 990 is available to the board of directors upon request.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
California Alternative Investments
EIN
27-3063903
Phone
4153699646
Address
9301 WILSHIRE BLVD 611, BEVERLY HILLS, CA 90210

Signing Officer

Name
Ghufran Rizvi
Title
President
Phone
4153699646
Signed
2026-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ghufran Rizvi
Formed
2010
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Cohen & Co Advisory LLC
Address
OFFICES LISTED AT, WWWCOHENCOCOM, OH 44115
Preparer
Matthew Rager
Phone
8002291099
Raw XML Appendix378 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenueGrp/Desc1WINE EVENT INCOME
IRS990/ProgramServiceRevenueGrp/Desc2ALTSSV
IRS990/ProgramServiceRevenueGrp/Desc3EVENT SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0119940
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt142792
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25223
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt35000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0119940
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt142792
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25223
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35000
IRS990/ProgSrvcAccomActy2Grp/Desc0CALALTS CONTINUES TO INVEST IN WEBSITE AND COMMUNICATION ENHANCEMENTS DESIGNED TO SERVE OVER 4,500 INDIVIDUALS INCLUDING ITS MEMBERSHIP AND NON-MEMBERS WITHIN THE ALTERNATIVE INVESTMENTS INDUSTRY AT LARGE. COMMUNICATION EFFORTS IN THE FORM OF OUR WEBSITE, EMAILS, VIRTUAL NEWSLETTERS, SOCIAL MEDIA POSTS FOCUS ON PROMOTING THE MISSION OF THE ORGANIZATION THROUGHOUT THE PUBLIC. CALALTS OFFERS EVENTS FOR BOTH MEMBERS AND INTERESTED NONMEMBERS AND CALALTS SUPPORTS INDUSTRY RELATED EVENT ANNOUNCEMENTS AND EVENTS.IN AN EFFORT TO GENERATE ADDITIONAL EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR OUR MEMBERS WE ALSO FORM RELATIONSHIPS WITH OTHER RELATED PROFESSIONAL ASSOCIATIONS. FINALLY, CALALTS HAS VIRTUAL GROUPS THAT SUPPORT THOUGHT LEADERSHIP THROUGHOUT THE INDUSTRY WITH A SPECIFIC EMPHASIS ON KEY AREAS LIKE VC/PE, REAL ESTATE, NEXT GENERATION LEADERS, AND PHILANTHROPY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03900
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt04500
IRS990/ProgSrvcAccomActy3Grp/Desc0CALALTS CONTINUES TO OFFER FREE MONTHLY EDUCATIONAL WEBINARS AS WELL AS AT LEAST QUARTERLY IN PERSON EVENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt029017
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt032000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0134404
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0235035
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0148212
IRS990/PYRevenuesLessExpensesAmt047581
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0235035
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0282616
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt058772
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt088300
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0235808
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0294580
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100000
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS OF JULY, 1 2022 THE ORGANIZATION CONTRACTED WITH A BOOKKEEPER, A SOCIAL MEDIA PROVIDER, OPERATIONS ASSISTANT AND AN OPERATIONS ADMINISTRATOR. THESE GROUPS COMBINED PROVIDE MANAGEMENT AND ADMINISTRATIVE SERVICES. SUCH SERVICES ARE ESTIMATED TO BE 40 HOURS PER WEEK. THE ORGANIZATION PAID A TOTAL OF $82,632 FOR THE SERVICES FOR THE FISCAL YEAR ENDING JUNE 30, 2025.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD HAS THE ABILITY TO ELECT CERTAIN DIRECTORS IN ACCORDANCE WITH OUR BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD HAS THE ABILITY TO ELECT CERTAIN DIRECTORS IN ACCORDANCE WITH OUR BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FINAL FORM 990 IS AVAILABLE TO THE BOARD OF DIRECTORS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0235808
IRS990/TotalAssetsEOYAmt0294580
IRS990/TotalAssetsGrp/BOYAmt0235808
IRS990/TotalAssetsGrp/EOYAmt0294580
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0106676
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0120387
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0100472
IRS990/TotalFunctionalExpensesGrp/TotalAmt0220859
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0235808
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0294580
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0100472
IRS990/TotalProgramServiceRevenueAmt0172955
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0172955
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0279631
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0235808
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0294580
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01678
IRS990/TravelGrp/TotalAmt01678
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09301 WILSHIRE BLVD 611
IRS990/USAddress/CityNm0BEVERLY HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090210
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.CALALTS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GHUFRAN RIZVI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04153699646
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA ALTERNATIVE INVESTMENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0273063903
ReturnHeader/Filer/PhoneNum04153699646
ReturnHeader/Filer/USAddress/AddressLine1Txt09301 WILSHIRE BLVD 611
ReturnHeader/Filer/USAddress/CityNm0BEVERLY HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331756852
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHEN & CO ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0OFFICES LISTED AT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WWWCOHENCOCOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044115
ReturnHeader/PreparerPersonGrp/PhoneNum08002291099
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW RAGER
ReturnHeader/ReturnTs02026-02-16T09:26:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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